Work days

Dave Saunders

13 Feb, 2014 04:31 PM

Is it possible to set up a recurring task using Dooster that
occurs on specific workdays of the month? Accounting close cycles
generally are keyed to workdays and not calendar dates. The 1st
workday can sometimes occur on Friday the 1st or it could occur on
Monday the 3rd or any other such combination.

Is this possible? I didn't see it as a standard option for
setting up recurring tasks. Not being able to select workdays
increases the level of monthly maintenance required by a magnitude
of over 500 times for even a typical mid-size business accounting
department.

Neither the project templates or the day of week option work do
exactly what I need.

All accounting organizations of any size generally arrange their
close cycles along a workday concept. On the 1st workday certain
tasks are completed, others on the 2nd workday and so on with
financial statements being delivered somewhere around the 10th
workday. The 1st workday could occur on Monday the 1st in one
month, it could occur on Monday the 3rd in another month, Thursday
the 1st in another month or even on Thursday the 2nd if there
happens to be a holiday on the 1st.

If we don't have a workday option you basically have to reset
the delivery date for each of the recurring tasks each month to
manually accommodate the timing of weekends in your closing
schedule. It is not uncommon to have over 500 tasks that would need
to be manually adjusted in a typical accounting close schedule thus
increasing the monthly maintenance time for a system like this by a
factor of over 500.

Now that you have an idea of what I am trying to accomplish, do
you have any thoughts of a way to accomplish this in Dooster?
Having this capability would open the product up to managing
accounting close cycles throughout the world since very few
competing systems accommodate this.

Sorry I'm a bit confused because you seem to be asking us to
automate something that has to be set manually

Ie you say

it could occur on Monday the 3rd in another month, Thursday the
1st in another month or even on Thursday the 2nd if there happens
to be a holiday on the 1st.

So these conditions vary depending on the particular project
?

Apologies if I misunderstand but in any event perhaps the best
way forward is to outline exactly how you visualise the recurring
feature could acommodate your requirement ie what option(s) would
you like to see offered on the user interface

Sorry I'm a bit confused because you seem to be asking us to automate
something that has to be set manually

Ie you say

> it could occur on Monday the 3rd in another month, Thursday the 1st in
another month or even on Thursday the 2nd if there happens to be a holiday
on the 1st.

So these conditions vary depending on the particular project ?

Apologies if I misunderstand but in any event perhaps the best way forward
is to outline exactly how you visualise the recurring feature
couldacommodate your requirement ie what
option(s) would you like to see offered on the user interface